Sign In
test

Richard Wandner

Two Creeks Capital Management, Lp

Assets Managed
$973.834M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-20.15%(2Q avg: -16.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Two Creeks Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Two Creeks Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 973.834M in assets, with a quarterly growth rate of -20.15% and a 2-quarter average growth rate of -16.22%. The portfolio is managed by Richard Wandner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TLN
Talen Energy Corp
Recent Activity
Increased 69.06%
7.37%
$71.756M
224,779 shares@ $319.23 avg price
UBER
Uber Technologies Inc
Recent Activity
Increased 32.02%
7.31%
$71.099M
988,442 shares@ $71.93 avg price
DHR
Danaher Corp
Recent Activity
Increased 32.99%
6.93%
$67.405M
355,509 shares@ $189.6 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.73%
6.86%
$66.733M
220,794 shares@ $302.25 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 91.3%
6.32%
$61.486M
181,939 shares@ $337.95 avg price
FND
Floor & Decor Holdings Inc-a
Recent Activity
Decreased -15.51%
6.06%
$58.948M
1.16M shares@ $50.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 52.54%
6.03%
$58.71M
158,604 shares@ $370.18 avg price
ESE
Esco Technologies Inc
Recent Activity
New Position
5.23%
$50.911M
180,938 shares@ $281.37 avg price
MIR
Mirion Technologies Inc
Recent Activity
Decreased -16.23%
4.68%
$45.528M
2.449M shares@ $18.6 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 0.73%
4.66%
$45.294M
90,649 shares@ $499.66 avg price

1-10 of 22